Portfolio Investment Specialist

2 days ago


India beBeeInvestment Full time ₹ 12,00,000 - ₹ 18,00,000

Job Title: Senior Portfolio Manager

Job Description:

  • Proficient in investment operations with a minimum of 2 years experience.
  • Possess strong analytical skills, both quantitative and qualitative.
  • Fluent written and verbal communication essential for success.
  • Bonus points for proficiency in BI tools like QuickSight or PowerBI.

Key Responsibilities:

  • Deal Analysis, portfolio performance reviews, credit facility monitoring, forecast modeling, cumulative collections analysis, runoff models, specialty finance initiatives.
  • Create investment memos and research summaries highlighting key findings.
  • Conduct market research to inform investment decisions.
  • Summarize qualitative and quantitative aspects of the deal for stakeholders.
  • Performance Analysis and Valuation Support including tracking expected vs. actual performance variances.
  • Collect and cleanse data from counterparties for analysis.
  • Monitor covenants, audit support, and review draw requests for compliance.
  • Track Credit Facility positions on Cascade Debt and excel BBC models.
  • Request information from counterparties such as company financials.

Requirements:

  • English fluency.
  • Excellent written and verbal communication skills.

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